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Dec 26, 2012
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linked exposure to the sovereign debt and banking debt of europe. we need to ask ourselves about how much exposure there might be for a given company to the chinese economy. for example, for most of 2011, it was impossible to own bank. they were perceived to have links to the troubled euro and its akurtdments. we tried to vacuum them from europe, the italian bond market or overstressed french and spanish counterparts. we got our heads handed to us. similarly, owning tech -- when tech is often to be considered heavily dependent upon europe. hey, come on, as much as 20%, 25% of earnings from tech are derived from the continent. typically it's been deadly. we know this because the business don't dodge in on the conference calls. that's how you learn about it, people. the analysts won't let them get away with. listen to the q&a. at the end of the call if you are in a company with european exposure, you'll hear one out of every two or three questions about europe. asia, one out of every two questions about china. just too hard a steeplechase to go throug
linked exposure to the sovereign debt and banking debt of europe. we need to ask ourselves about how much exposure there might be for a given company to the chinese economy. for example, for most of 2011, it was impossible to own bank. they were perceived to have links to the troubled euro and its akurtdments. we tried to vacuum them from europe, the italian bond market or overstressed french and spanish counterparts. we got our heads handed to us. similarly, owning tech -- when tech is often...
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Dec 26, 2012
12/12
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bank of america, domestic banks with little exposure to europe. jpmorgan, morgan stanley with tremendous exposure to the continent. that's why at times i've had to dismiss the earning pr share gains entirely at the moment if the cohort was radically out of favor. but i never just forgot them. instead i tried to choose -- figure out which ones can at times break the tug of the sector, the gravitational pull, and which ones can really shine because if the sector falls back into favor i've got to be ready. for example, ever since the market hit bottom in 2009, remember the march bottom, generational, we've seen many sectors of retail and individual stocks within those sectors outperform. i like to listen to the earnings calls of all the retailers, but at given times i am wrapped by the groups doing the best. by far the top performers during this period than the discount stores. particularly the dollar stores. notably dollar general, dg, and dollar tree. when i see the markets tired of money go to retail, i go back to my earnings report memory and i r
bank of america, domestic banks with little exposure to europe. jpmorgan, morgan stanley with tremendous exposure to the continent. that's why at times i've had to dismiss the earning pr share gains entirely at the moment if the cohort was radically out of favor. but i never just forgot them. instead i tried to choose -- figure out which ones can at times break the tug of the sector, the gravitational pull, and which ones can really shine because if the sector falls back into favor i've got to...
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Dec 5, 2012
12/12
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the fiscal cliff is like what they had in europe. we need to look for companies being obliterated by the cliff. banco santander was perceived to be the biggest loser. but it turned out to be an amazing trade. the stock traveled to $7.72. i don't think it's done. charitable trust is buying a major midwestern lender. stock has been sliding every day. key is now under $8 and i can tell from the trading in the name it is not going to happen just yet. there are sellers everywhere. the only thing they have going for them is fears of the cliff. we know that when the cliff jump we know that when the cliff jump price , well, i say the worst has been prepared for. key bank may be the worst of the bunch. it has been a terrible investment up until things turned. and then we will look back and say what the heck were we thinking. why didn't we bid 7 and buy key bank instead of selling it like everybody else? stick with cramer.
the fiscal cliff is like what they had in europe. we need to look for companies being obliterated by the cliff. banco santander was perceived to be the biggest loser. but it turned out to be an amazing trade. the stock traveled to $7.72. i don't think it's done. charitable trust is buying a major midwestern lender. stock has been sliding every day. key is now under $8 and i can tell from the trading in the name it is not going to happen just yet. there are sellers everywhere. the only thing...
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Dec 4, 2012
12/12
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europe, don't forget, green mountain, it has been huge. starbu starbuck's should tell us what it is going to do with it's cash. they have the cash to do it. i prefer them to grow with the money. this is a major bone of contention. i think it is good. the bears, they seem to think that the coffee could be played out. starbucks will tell us about the new juice store concept. maybe it will give us insight to what could end up being one of the three top markets for the company india. i can't wait to hear about the projections about india. and of course they need to address teavana. i thought this could be a terrific move. seem to be quite popular. the earnings as early at 2013. not just the cute tea bags. like i want to add some hot tea. i think it could turn out to be howard's third place. this time for tea drinkers, it has become a hot button with the short selling community. those guys affirm that the company's tea are contaminated with pesticides to the point where 100 of the samples violate u.s. laws. the company is sticking to its story
europe, don't forget, green mountain, it has been huge. starbu starbuck's should tell us what it is going to do with it's cash. they have the cash to do it. i prefer them to grow with the money. this is a major bone of contention. i think it is good. the bears, they seem to think that the coffee could be played out. starbucks will tell us about the new juice store concept. maybe it will give us insight to what could end up being one of the three top markets for the company india. i can't wait...
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Dec 24, 2012
12/12
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europe is harder right now than america. >> exactly. that underscores the point that what we do nobody else can do. we want to make the offer when your wallet is out of your pocket not six months after you leave the store. you can go look in the filing cabinet that oracle or s.a.p. or microsoft has and that's the 20th century. we're all about doing things in realtime. we make you that offer when your wallet is out and your credit card is in your hand. nobody else can do that. that's a universal big data realtime problem that only tibco can solve. >> you mentioned oracle and s.a.p. and analysts that i checked in with say that ibm has come on very strong. >> ibm is our strongest competitor. we beat them every single time in terms of technical performance. they do have strong relationships and at the end of the day we have to be three years ahead of the competition and we believe we are. >> okay. you had 25 deals that were over 1 million. last year you had 28 deals over 1 million. should we believe that therefore the momentum here has slow
europe is harder right now than america. >> exactly. that underscores the point that what we do nobody else can do. we want to make the offer when your wallet is out of your pocket not six months after you leave the store. you can go look in the filing cabinet that oracle or s.a.p. or microsoft has and that's the 20th century. we're all about doing things in realtime. we make you that offer when your wallet is out and your credit card is in your hand. nobody else can do that. that's a...
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Dec 1, 2012
12/12
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with europe under control, the u.s. doing quite well, with china expanding and india blooming, not to mention the splendid addition to t barn to the family starbucks has a terrific story to tell and they can tell it. i think it may be a one off situation. the business of fried chicken, it's cooled there, it's cooled in china. i can't draw any conclusion. plus it's worth pointing out the united states lowered a bit, too. it was, alas, a disappointment. but yum is a remarkable company. my inclination would be to hold on to it no matter what. if you really need to get out of it maybe at a higher price. perhaps at next thursday's analyst meeting. for yum in general it's worth pointing out that the restaurant stocks have become quite inhospitable of late. with everyone from mcdonald's and darden, cracker barrel and chipotle disappointing the street, only panera has remained strong. my takeaway please don't draw conclusion that china's back sliding. we have way too much evidence to the contrary. just conclude that something's
with europe under control, the u.s. doing quite well, with china expanding and india blooming, not to mention the splendid addition to t barn to the family starbucks has a terrific story to tell and they can tell it. i think it may be a one off situation. the business of fried chicken, it's cooled there, it's cooled in china. i can't draw any conclusion. plus it's worth pointing out the united states lowered a bit, too. it was, alas, a disappointment. but yum is a remarkable company. my...
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Dec 18, 2012
12/12
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only 18% from the sick man that is europe. the company plans to expand its boat business aggressively into brazil which you know is the fourth largest global boat market. and brunswick only has 1% share at the moment. you know that can go up. brunswick's boat engine is roaring, plus the company's been cleaning up its balance sheet to where it has the lowest level of debt in more than seven years. it's giving you a juicy 27% gain since i recommended it a little less than a year ago back on january 30th. even after this move the stock is still pretty darn cheap, selling for just 12 times earning, 12.5% long-term growth rate and obviously this new kicker. the bottom line, hurricane sandy was a horrible tragedy. but as we recover from that destruction, there are opportunities like the 65,000 boats that were damaged or destroyed in the storm. $650 million worth of boats that will most likely be replaced and brunswick is the most likely place that they'll replace them at. let's go to elizabeth in florida, please. elizabeth. >> calle
only 18% from the sick man that is europe. the company plans to expand its boat business aggressively into brazil which you know is the fourth largest global boat market. and brunswick only has 1% share at the moment. you know that can go up. brunswick's boat engine is roaring, plus the company's been cleaning up its balance sheet to where it has the lowest level of debt in more than seven years. it's giving you a juicy 27% gain since i recommended it a little less than a year ago back on...
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Dec 19, 2012
12/12
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in europe, something i bet bill mcdermott would agree with. and a subtle undertone that suggested salesforce.com wasn't doing as well as oracle either. whatever, let's just say business is very strong. cash is brimming, $34 billion, despite a buyback that's taken in 350 million shares, $10 billion worth of stock. at a time that suggests a collapse in technical spending, oracle is saying the opposite. it was an amazing, affirmative call. and my hat is off to the entire team. we may have worries about apple. we may be concerned about personal computers, but overall tech spending, it's hard to be better than this. welcome to the future. at last, it's like the past. stay with cramer. bob, these projections... they're... optimistic. productivity up, costs down, time to market reduced... those are good things. upstairs, they will see fantasy. not fantasy... logistics. ups came in, analyzed our supply chain, inventory systems... ups? ups. not fantasy? who would have thought? i did. we did, bob. we did. got it.
in europe, something i bet bill mcdermott would agree with. and a subtle undertone that suggested salesforce.com wasn't doing as well as oracle either. whatever, let's just say business is very strong. cash is brimming, $34 billion, despite a buyback that's taken in 350 million shares, $10 billion worth of stock. at a time that suggests a collapse in technical spending, oracle is saying the opposite. it was an amazing, affirmative call. and my hat is off to the entire team. we may have worries...
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Dec 14, 2012
12/12
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. >> let's talk about europe. you mentioned emerging markets, but have you a big exposure to europe. stock markets going up, but no economic activity to speak of. is that where the economic activity not picking up yet for you guys either? >> yeah, when you look at last season, the last lawn and garden season, it was down somewhere in the neighborhood of about 15% of the the market overall, and that was really reflective, obviously of decreased consumer spending and people feeling a lot of the impacts of macroeconomic conditions in europe. as we look forward, into europe, into this next season, we're calling it flat, simply because there are is so much uncertainty going on over there with how they solve their economic problems. at the same time, geographic diversification is really important for us, especially in the emerging markets. last week, friday, we closed on a deal down in brazil, one of the key markets we look at from an emerging market standpoint, a company by the name of bronco, which does a lot of high-
. >> let's talk about europe. you mentioned emerging markets, but have you a big exposure to europe. stock markets going up, but no economic activity to speak of. is that where the economic activity not picking up yet for you guys either? >> yeah, when you look at last season, the last lawn and garden season, it was down somewhere in the neighborhood of about 15% of the the market overall, and that was really reflective, obviously of decreased consumer spending and people feeling a...
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Dec 20, 2012
12/12
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in europe, something i bet bill mcdermott would disagree with. and a subtle undertone that suggested salesforce.com wasn't doing as well as oracle either. i know marc benioff would dispute and i bet would be right. whatever, let's just say business is very strong. cash is brimming, $34 billion, despite a buyback that's taken in 350 million shares, $10 billion worth of stock. at a time that headlines suggest a collapse in technical spending, oracle is saying the opposite. it was an amazing, affirmative call. and my hat is off to the entire team. we may have worries about apple. we may be concerned about personal computers, but overall tech spending with big data and storage, it's hard to be better than this. welcome to the future. at last, it's like the past. stay with cramer.
in europe, something i bet bill mcdermott would disagree with. and a subtle undertone that suggested salesforce.com wasn't doing as well as oracle either. i know marc benioff would dispute and i bet would be right. whatever, let's just say business is very strong. cash is brimming, $34 billion, despite a buyback that's taken in 350 million shares, $10 billion worth of stock. at a time that headlines suggest a collapse in technical spending, oracle is saying the opposite. it was an amazing,...
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Dec 1, 2012
12/12
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we know europe is falling off a cliff. on the one hand europe could be falling off the cliff and on the other hand very strong for you. >> think of it this way. if companies have less revenue they got to reset their cost base. they'll have to do more with less. software from sap will help them do that. also if you look at certain markets in europe like germany, middle east, africa, there are some parts that are really growing. and with very strong brand. if you want to grow your revenues, be mobile with your consumer, leverage the cloud for lower cost, optimize your supply chain, whatever you want to do, sap does it all. >> it does. normally someone might say jim why did you give him that last minute free pass? that's what happens when you got a stock as fabulous as your. you're able to tell the story. >> jim i have 65,000 people and an echo system six times that size that's passionate about the customer. what we tried to bring to this company is a customer centristity and innovation. >> bill mcdermott the co-ceo of sap. w
we know europe is falling off a cliff. on the one hand europe could be falling off the cliff and on the other hand very strong for you. >> think of it this way. if companies have less revenue they got to reset their cost base. they'll have to do more with less. software from sap will help them do that. also if you look at certain markets in europe like germany, middle east, africa, there are some parts that are really growing. and with very strong brand. if you want to grow your revenues,...
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Dec 5, 2012
12/12
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apple's losing share to google, it doesn't have the right phones in europe, nokia's making a comeback, the mini isn't selling, there's no special dividend, we've got a stock chart that is the -- >> sell, sell, sell, sell! >> excuse me for a moment while i get nauseated. apple went down today because it's a big dollar amount stock and makes a ton of economic sense to ring the register before year-end. why do i always say about apple? own it. shocker. how about citigroup? this company's crushed shareholders for many, many years, but this new management team, you've got to hand it to them for taking tough medicine right before the holidays, firing 11,000 people, shutting down underperforming operations around the globe. no, i don't want to work there, and i feel terrible at the layoffs. i've got a ton of friends over citi, but i would be happy if i was a shareholder. something we're asking of our politicians, they can't do that. but citigroup's management was willing to take the hard medicine for the shareholders. we hear endless negativity about china and europe, but the chinese market
apple's losing share to google, it doesn't have the right phones in europe, nokia's making a comeback, the mini isn't selling, there's no special dividend, we've got a stock chart that is the -- >> sell, sell, sell, sell! >> excuse me for a moment while i get nauseated. apple went down today because it's a big dollar amount stock and makes a ton of economic sense to ring the register before year-end. why do i always say about apple? own it. shocker. how about citigroup? this...
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Dec 12, 2012
12/12
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for ideas on what to cut, like right now, lower drug prices or pulling back our army from japan and europe. like every other country in the north does, like pulling back on positions from our army. i got the same response. it is the president's fault. i might have well have been a mannequin. they he want to talk about raising taxes of the rich. but it can't be dismissed as part of the compromise mosaic that will get the government out of the picture. they think they are so darn important down there. they think people either start or don't start businesses because of them. people start businesses to make money. i started five of them, i know. our politicians think they don't spend because they have lower tax rates. but they put people to work if there is demand and they think they can make a lot of money. they would rather save than spend. research is issued to death. what are they down there? i read some biased chart. honestly. if you raise taxes and lowered spending, we would be on top of the world. our stock markets would soar. and the level of wealth creation would be beyond washington'
for ideas on what to cut, like right now, lower drug prices or pulling back our army from japan and europe. like every other country in the north does, like pulling back on positions from our army. i got the same response. it is the president's fault. i might have well have been a mannequin. they he want to talk about raising taxes of the rich. but it can't be dismissed as part of the compromise mosaic that will get the government out of the picture. they think they are so darn important down...
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Dec 12, 2012
12/12
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and europe? >> when you started i was thinking he's really going there. always i wanted this to be espn. ask me about eli manning. no eli lily. it read through the release many times about t times about the alzheimer's drug. i want to pull the trigger on eli manning and hit it on eli lily. rob in florida, rob >> caller: booyah, jim. how you doing? >> real good. how about you? >> caller: good good. my question is about point star teaming up with verizon. >> yeah, i know, man. there's a lot of ways to get tv, isn't there? >> caller: yes, sir. >> well, i got to tell you. i'm not a coin star fan. now netflix, you see that stock today? the coin star thing made me a coin flip for coin star but i like verizon. call me conservative. ben to the rescue. after today it seems like he's the only one trying to get the economy rolling. but he can't do it all by himself which is why we need people to rise above and get a deal. almost any deal before it is too late. "mad money" will be right back. >> coming up, fuel up? america's on track to become one of the world's top
and europe? >> when you started i was thinking he's really going there. always i wanted this to be espn. ask me about eli manning. no eli lily. it read through the release many times about t times about the alzheimer's drug. i want to pull the trigger on eli manning and hit it on eli lily. rob in florida, rob >> caller: booyah, jim. how you doing? >> real good. how about you? >> caller: good good. my question is about point star teaming up with verizon. >> yeah, i...
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101
Dec 13, 2012
12/12
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in europe that gas price is going to be about $9. so chemical industries, fertilizer industries, energy intensive industries are going to flock to the u.s. and help with an industrial revolution, i believe, over the next decade in the u.s. because of low natural gas prices. that's going to be great for the u.s. economy. >> thank you for all you've done to make the continent more energy independent. i thank you for being on the show, mark papa. >> thank you, jim. >> okay. that's mark papa, the chairman and ceo of eog resources. this man has found more oil for his shareholders than any other company i follow which is why it's been a great producer for not just oil but also for profits in the stock market. i'll try to make you more money. >>> coming up, overpowering? eaton's been on a roll since announcing acquisition of cooper industries. now that the deal is closed can this stock still light up the ticker? or is it time to pull the plug? don't miss cramer's exclusive with the ceo. >>> lately the industrials have been coming back with
in europe that gas price is going to be about $9. so chemical industries, fertilizer industries, energy intensive industries are going to flock to the u.s. and help with an industrial revolution, i believe, over the next decade in the u.s. because of low natural gas prices. that's going to be great for the u.s. economy. >> thank you for all you've done to make the continent more energy independent. i thank you for being on the show, mark papa. >> thank you, jim. >> okay....
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Dec 15, 2012
12/12
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we'll have to do what the rest of europe will do over time, which is accept a lower standard of living forever everybody which is why the longer-term plan is so vital, not the short-term craziness. because everybody knows he we can't keep providing americans with the current level of services unless we raise taxes in a big way on everyone and cut spending somehow. even the democrats are unwilling to consider that kind of tax cut. that's why long-term spending cuts are so important. they figure into the job creation of the next 25 to 30 years, and the ability of people to stay out of poverty longer term. in the meantime, you can't get the growth needed for government receipts to go higher even in the near term. put simply, if you got someone from honeywell or eaton or celgene in the rule, explain the impact. the imperative would be to get this fiscal cliff done before vacation. hey, listen, yes, no vacation without legislation. because the longer the delay the fewer reasons to start a business and the more reasons to shrink, lay off, build fewer houses, cars, or take your business offsh
we'll have to do what the rest of europe will do over time, which is accept a lower standard of living forever everybody which is why the longer-term plan is so vital, not the short-term craziness. because everybody knows he we can't keep providing americans with the current level of services unless we raise taxes in a big way on everyone and cut spending somehow. even the democrats are unwilling to consider that kind of tax cut. that's why long-term spending cuts are so important. they figure...
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Dec 21, 2012
12/12
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where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets that we serve and having sufficient diversification so that if one part of our business, for instance networking or telecommunications may be going through a lull or a slower period with government spending and business spending, capital spending down, we have some other parts of our business that are doing extremely well. you mentioned some of the mechanics business we're involved in which we call our materials technology group. that has nothing to do with electronics so we don't have to sell any electronic hardware for those businesses to perform well. parts of our business really are a reflection of the economy and other parts of our business are growing very robustly. so i'm very hopeful for the balance of the year and, you know, i think the company is diversified enough to take advantage of whatever opportunities are out there.
where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets that we serve and having sufficient diversification so that if one part of our business, for instance networking or telecommunications may be going through a lull or a slower period with government spending and business spending,...
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Dec 7, 2012
12/12
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WBAL
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the moribund, ossified and barely capitalist continent that is europe has settled down into some sort of permanent no-growth mode and yet almost every one of the stock markets is doing better than ours. come on, washington, that's ridiculous. how can the markets in switzerland, netherlands, sweden, france, germany do better than us? how is that possible? because of you, washington. it's because of you. we've been kept back all because of you. second, before our politicians stepped in with their intransigence and anger, we were about to have an explosion in earnings. retail was as strong as i've seen it in a decade, autos back incredibly robust. and that's just the beginning. because all the pent up demand. we're running short of office buildings, shopping centers, apartments, homes, these are the hiring sectors, all this blather about helping the small businessman of subchapter "s" for private and middle class, you want to help them? give them a deal, any deal, just get out of our way for heaven sakes. our country is starting to get so competitive, again, that businesses building thin
the moribund, ossified and barely capitalist continent that is europe has settled down into some sort of permanent no-growth mode and yet almost every one of the stock markets is doing better than ours. come on, washington, that's ridiculous. how can the markets in switzerland, netherlands, sweden, france, germany do better than us? how is that possible? because of you, washington. it's because of you. we've been kept back all because of you. second, before our politicians stepped in with their...